SRS Planning: Beyond Shares and Funds
DATE :
29 Sept 2026
TIME :
8:15 pm – 9 pm
VENUE :
Online ZOOM Webinar
COST :
Complimentary Registration
Understand your options for growth, greater stability and future income
Many people contribute to SRS for tax savings and invest the monies in shares or funds. But these are not the only options available. As you get closer to your preferred retirement age, it is worth reviewing how your SRS monies are managed. You may want to keep some invested for growth, reduce your exposure to market fluctuations or set aside a portion for more predictable income.
In this webinar, we will share our Start, Rebalance and Spend approach to help you understand your choices and plan how to use your SRS savings.
What You Will Learn
- Review your existing investments: Consider whether they still suit your needs and comfort with market fluctuations.
- Adjust your investment approach: Understand how the time before you need the SRS monies affects the amount of risk you can take.
- Explore options for steadier income: Learn how SRS-approved annuity plans work including their guarantees, limitations and payout timing.
- Plan your withdrawals: Understand the key withdrawal rules and how to manage potential tax.
- Coordinate your income sources: Consider how SRS can complement CPF LIFE and your other savings and investments.
This webinar is especially relevant if you already have SRS savings, have not reviewed your investments for some time or would like to explore options beyond shares and funds.
Join us to understand the choices available and how they may fit your needs in the years ahead.
Choose The Webinar Date:
29 Sept Webinar Details:
Date: 29 Sept 2026, Tuesday
Time: 8:15 pm to 9 pm
Venue: Zoom
This webinar is open to public and GEN clients.
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Speakers:
Lee Meng
Executive Financial Services Consultant
Lois Chua
Executive Financial Services Consultant
